Global Births Have Peaked
Few of our global institutions are structured to properly handle an aging/shrinking population
Cash Levels Highest Since 2001
Another sign of excessive bearishness?
End of an Era? ECB Finally Raises Rates Back to Zero
It’s not hard to imagine that this ‘tightening cycle’ is already nearly over
A Look at Bear Markets
Mild recession priced in
1% Fed Funds Hike Would Be Major Mistake
How quickly does the Fed want things to slow?
Countries with the Highest Default Risk in 2022
Just one way to look at it
Real Wage Growth Deeply Negative
And CPI understates inflation for most
U.S. Dollar and Euro at Parity for First Time in 20 Years
Hardly a surprise